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BlackRock Multi-Sector Income Trust
BIT

74 hedge funds and large institutions have $137M invested in BlackRock Multi-Sector Income Trust in 2020 Q4 according to their latest regulatory filings, with 13 funds opening new positions, 26 increasing their positions, 21 reducing their positions, and 9 closing their positions.

New
Increased
Maintained
Reduced
Closed

44% more first-time investments, than exits

New positions opened: 13 | Existing positions closed: 9

24% more repeat investments, than reductions

Existing positions increased: 26 | Existing positions reduced: 21

9% more capital invested

Capital invested by funds: $126M → $137M (+$11.4M)

6% more funds holding

Funds holding: 70 → 74 (+4)

0.39% less ownership

Funds ownership: 21.21% → 20.82% (-0.39%)

Holders
74
Holders Change
+4
Holders Change %
+5.71%
% of All Funds
1.31%
Holding in Top 10
–
Holding in Top 10 Change
–
Holding in Top 10 Change %
–
% of All Funds
–
New
13
Increased
26
Reduced
21
Closed
9
Calls
–
Puts
–
Net Calls
–
Net Calls Change
–

Top Buyers

Rank Fund Capital Flow
1
RCM
Rivernorth Capital Management
Florida
+$3.42M
2
Royal Bank of Canada
Royal Bank of Canada
Ontario, Canada
+$1.26M
3
CCFM
Clear Creek Financial Management
Washington
+$838K
4
Morgan Stanley
Morgan Stanley
New York
+$780K
5
Envestnet Asset Management
Envestnet Asset Management
Illinois
+$506K

Top Sellers

Rank Fund Capital Flow
1
Wells Fargo
Wells Fargo
California
-$3.59M
2
Osaic Holdings
Osaic Holdings
Arizona
-$3.36M
3
UBS Group
UBS Group
Switzerland
-$1.08M
4
MAFM
Mid Atlantic Financial Management
Pennsylvania
-$335K
5
AAM
Advisors Asset Management
Colorado
-$329K
Name Holding Trade Value Shares
Change 		Change in
Stake
CCFM
26
Clear Creek Financial Management
Washington
$891K +$838K +50,822 New
SWP
27
Stratos Wealth Partners
Ohio
$847K +$98.9K +6,001 +14%
Osaic Holdings
28
Osaic Holdings
Arizona
$768K -$3.36M -203,970 -82%
BI
29
Bramshill Investments
Florida
$761K +$5.24K +318 +0.7%
FM
30
Family Management
New York
$650K -$15.4K -933 -2%
RIG
31
Ramiah Investment Group
Wisconsin
$553K +$23.7K +1,440 +5%
Envestnet Asset Management
32
Envestnet Asset Management
Illinois
$538K +$506K +30,698 New
PVWM
33
Point View Wealth Management
New Jersey
$458K – – –
CAN
34
Cetera Advisor Networks
California
$448K -$9.53K -578 -2%
Commonwealth Equity Services
35
Commonwealth Equity Services
Massachusetts
$442K +$17.8K +1,077 +4%
SFS
36
Shaker Financial Services
Virginia
$416K -$220K -13,342 -36%
Baird Financial Group
37
Baird Financial Group
Wisconsin
$401K +$3K +182 +0.8%
Truist Financial
38
Truist Financial
North Carolina
$381K – – –
FG
39
Fiduciary Group
Georgia
$379K – – –
DC
40
Davenport & Co
Virginia
$360K +$70K +4,250 +26%
Cambridge Investment Research Advisors
41
Cambridge Investment Research Advisors
Iowa
$250K +$50.3K +3,050 +27%
P
42
&Partners
Tennessee
$248K +$2.08K +126 +0.9%
KAS
43
Kestra Advisory Services
Texas
$248K +$65.5K +3,977 +38%
OC
44
Oppenheimer & Co
New York
$244K +$229K +13,900 New
TCA
45
Transcend Capital Advisors
New Jersey
$244K +$229K +13,913 New
CBA
46
Coastal Bridge Advisors
Connecticut
$227K +$2.42K +147 +1%
SCA
47
SMH Capital Advisors
Texas
$209K -$2.9K -176 -1%
SCA
48
Snowden Capital Advisors
New York
$196K – – –
SPC
49
Sigma Planning Corp
Michigan
$190K -$15.2K -925 -8%
FFA
50
Founders Financial Alliance
North Carolina
$179K +$297 +18 +0.2%
1
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BIT Hedge Fund Activity: Q4 2020 in Review

74 of the 5,651 institutional investors tracked by Wall St. Rank reported a position in BlackRock Multi-Sector Income Trust (BIT) for Q4 2020, worth a combined $137M — up 9.1% from $126M a quarter earlier.

Buyers outnumbered sellers: 13 funds opened new BIT positions and 9 closed out — a net gain of 4 holders — while 26 added to existing stakes and 21 trimmed.

The largest buyer was Rivernorth Capital Management, adding an estimated $3.42M. The largest seller was Wells Fargo, cutting an estimated $3.59M.

  • 74 institutional investors held BlackRock Multi-Sector Income Trust (BIT) as of Q4 2020, up from 70 in Q3 2020.
  • Funds reported $137M of BlackRock Multi-Sector Income Trust stock for Q4 2020, up 9.1% quarter-over-quarter.
  • 13 funds opened new BlackRock Multi-Sector Income Trust positions in Q4 2020 and 9 closed out, a net change of +4 holders.
  • The largest BlackRock Multi-Sector Income Trust buyer in Q4 2020 was Rivernorth Capital Management, an estimated $3.42M added.
  • The largest BlackRock Multi-Sector Income Trust seller in Q4 2020 was Wells Fargo, an estimated $3.59M sold.

Based on aggregated 13F filings for Q4 2020.